Conor Feldmann, Cfa Email & Phone Number
@rhinevest.com
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Who is Conor Feldmann, Cfa? Overview
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Conor Feldmann, Cfa is listed as Portfolio Manager at Commas, a company with 9 employees, based in United States, United States, United States. AeroLeads shows a work email signal at rhinevest.com and a matched LinkedIn profile for Conor Feldmann, Cfa.
Conor Feldmann, Cfa previously worked as Portfolio Manager at Truepoint Wealth Counsel and Investment Associate at Truepoint Wealth Counsel. Conor Feldmann, Cfa holds Bachelor Of Science (Bs), Accounting And Finance from University Of Dayton.
Email format at Commas
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AeroLeads found 1 current-domain work email signal for Conor Feldmann, Cfa. Compare company email patterns before reaching out.
About Conor Feldmann, Cfa
I develop customized investment strategies to help clients achieve their long-term goals and then implement them as I manage these portfolios daily. I enjoy helping people cut through the “noise” generated by the financial media in order to identify the tried-and-true principles that will set them up for long-term success. In my view, the market is one of the world's most dynamic and compelling topics—millions of investors, managing trillions of dollars, each with varying strategies, objectives, and opinions, and countless data points trying to understand it all. I am grateful that my profession affords me the opportunity to keep learning every day.
Listed skills include Bloomberg Terminal, Morningstar, Financial Analysis, Auditing, and 9 others.
Conor Feldmann, Cfa's current company
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Conor Feldmann, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current
Investment Associate
Portfolio Manager
Current
Sr Analyst - Emerge Program
Sr Accountant
Davis Center For Portfolio Management
Member of the portfolio management team which makes buy, sell, add, and trim decisions for the $20 million university endowment. Created stock pitches, sector outlooks, and investment theses for the Information Technology, Telecommunications, Financials, and Utilities sectors. Utilized advanced software including Bloomberg terminals and Morningstar Direct.
Resident Assistant
Responsible for the safety and security of over 40 first-year students on my floor.Planned monthly initiatives for community-building, faith-forming, and service-learning while building relationships to help advise and guide the students for a smooth transition into college.
Internal Audit
Performed the first ever data privacy audit of affiliate company, Phenix Mutual Fire Insurance.Assisted Ernst & Young in their audit of financially significant business functions. Worked extensively to ensure compliance with the requirements of Model Audit Rule.
Conor Feldmann, Cfa education
Bachelor Of Science (Bs), Accounting And Finance
Education record
Frequently asked questions about Conor Feldmann, Cfa
Quick answers generated from the profile data available on this page.
What company does Conor Feldmann, Cfa work for?
Conor Feldmann, Cfa works for Commas.
What is Conor Feldmann, Cfa's role at Commas?
Conor Feldmann, Cfa is listed as Portfolio Manager at Commas.
What is Conor Feldmann, Cfa's email address?
AeroLeads has found 1 work email signal at @rhinevest.com for Conor Feldmann, Cfa at Commas.
Where is Conor Feldmann, Cfa based?
Conor Feldmann, Cfa is based in United States, United States, United States while working with Commas.
What companies has Conor Feldmann, Cfa worked for?
Conor Feldmann, Cfa has worked for Commas, Truepoint Wealth Counsel, Cardinal Health, University Of Dayton, and Univeristy Of Dayton.
How can I contact Conor Feldmann, Cfa?
You can use AeroLeads to view verified contact signals for Conor Feldmann, Cfa at Commas, including work email, phone, and LinkedIn data when available.
What schools did Conor Feldmann, Cfa attend?
Conor Feldmann, Cfa holds Bachelor Of Science (Bs), Accounting And Finance from University Of Dayton.
What skills is Conor Feldmann, Cfa known for?
Conor Feldmann, Cfa is listed with skills including Bloomberg Terminal, Morningstar, Financial Analysis, Auditing, Financial Reporting, Accounting, Access, and Microsoft Excel.
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